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To: Jack McKibben who wrote (8012)10/7/1998 4:26:00 AM
From: Grashopper  Read Replies (1) | Respond to of 10786
 
You Dont POST often.....You dont have to! We are a bunch of over the hill guys in total denial sitting at our favorite watering hole (The one & only Diamond Club ) talking about the good old days . Rather then exchange intelligence we make kissee kissee to the co. ceo who announced on Aug. 17th his personal buyback of this bargain between 9 & 10. Nary a word since then about his repurchases but TM uses the same news release so we can excitedly count the precious few days left to hear about alyd post y2k "sexy" plans. Of course we dont talk about acquisitions anymore..that idea went the same route as Bob"s stock re-purchases. Dont get me wrong, i think alyd will post decent earnings and we may see 9 again, but the moonshot will not happen. Yesterday,John Keane of kea stated tht y2k revrnues had peaked. One of our posters, Mansour told JDN that he never understands what i post..I GUESS I NO SPEAKEE THE english. Try stock swap, there less afraid of reality and do talk about alyd on occasions. BTW,the mkt sucks and even sacred cows may be hit hard.



To: Jack McKibben who wrote (8012)10/7/1998 10:48:00 AM
From: Peach  Read Replies (3) | Respond to of 10786
 
Jack,

I can't answer most of your questions, but I can tell you about Alydaar. I am the Year 2000 Project Manager for a large company, and I sent ALL our computer code to ALYD for remediation. I am not allowed to name my company or discuss terms of my contract with Alydaar. However, since I recently sent ALYD the last (big) check, I feel I can come out of the closet to a certain extent. If my company fires me for posting, I guess I will be forced to go work as a contract COBOL programmer making twice what I make now. LOL!

My team is currently in the final stages of testing, therefore I can't swear everything is fine yet, but so far, so good. I have no doubt we will meet our December 31, 1998, deadline for complete Y2K compliancy.

My company sent me to Charlotte to visit Alydaar and report back to them. Alydaar is a large complex with great security. They had the honchos each give me a presentation, but they also allowed me the freedom to interview programmers at random, etc. My overall impression of the Alydaar staff is that they are VERY hard working honest people. They will get an incredible amount of business as soon as the idiots running companies and government agencies wake up and realize they have a problem that MUST be addressed! ANY decision maker from a company or agency who visited Charlotte for the demos, tours, and random interviews with programmers would sign a contract on the spot! When you tell a techie about ALYD, the first thing they do is laugh and say it can't be done. I know, that is how I reacted when I first read about it. Now I know it CAN be done and, furthermore, will probably be done BETTER than tired, overworked programmers would do it on site!

Alydaar has the added advantage that it is now TOO LATE for any sizable amount of computer code to be changed manually and still meet the deadline.

Jack, I know the market stinks big time, but surely the institutions will come to their senses and put money in a business that is about to explode.

Norma



To: Jack McKibben who wrote (8012)10/7/1998 11:02:00 AM
From: Jeffrey S. Mitchell  Read Replies (2) | Respond to of 10786
 
Jack, in answer to your questions... IMO:

1. We haven't had a press release from ALYD in nearly a month?
Pic N' Pay, State of Georgia, and 3M Europe are the last three. Yes, it's been almost a month since the last one. But that's more than most Y2K companies have released in six months. But, regardless, Y2K stocks don't seem to move at all on news anymore.

2. That after reviewing over 200+ posts here that, while some posts are somewhat informative, less that 10% really have any substance as to what ALYD is actually doing to improve shareholder equity - merely speculation?
Bottom line is that all ALYD can really do to increase shareholder equity is announce numbers that really do increase shareholder equity. Unlike other Y2K companies, I believe ALYD will actually show a profit, and a profit greater than the one last quarter.

3. The price continues to erode?
ALYD is lumped into an entire sector that has eroded >50%. ALYD's time is best spent attracting new shareholders as the only ones left, for the most part, are us diehards. Step one is a solid post Y2K strategy. Step 2 is continued upward earnings. Step three is Y2K finally getting front page media attention.

4. That Jeff et al do not post quasi insider information any longer (as if Gruder etc. are not talking to them either)?
As I said, at this point the only people remaining in Y2K are the diehards. Anything I say is like preaching to the choir. Like everyone, I'm waiting patiently for an audience to return to this sector and/or ALYD.

5. That even the Tech's of the world don't find ALYD interesting anymore?
Ask him.

6. That the discussions have lately focused on EURO$ and Clinton and the capturing of certain numbered posts?
It's called passing time until the Main Event. Here's hoping there really is a main event (g).

- Jeff